Bhutan's Gelephu Mindfulness City has issued TER, a sovereign gold-backed digital token on Solana, each unit representing a fractional claim on physical gold held in custody. The move highlights accelerating real-world asset tokenization and raises questions about how blockchain gold and digital bullion could reshape access, settlement, and demand for traditional gold mining stocks. ...Read More
Tokenized gold volume hit a record $90.7 billion in Q1 2026 topping all of 2025 as physical gold squeezed higher, central-bank and ETF demand steadied, and RWA adoption accelerated, raising key questions for gold investors and mining stocks. ...Read More
COMEX copper has hit fresh all-time highs near $6.70-$6.82/lb and LME prices trade above $14,000/t, driven by DRC concentrate export curbs, Chilean disruptions, low inventories outside the U.S., and strong electrification and data-center demand. The question is whether the rally has further to run. ...Read More
Silver has broken above $60 and reached the low $62s, driven by strong retail coin and bar demand that has offset ETF outflows, light Managed Money positioning, emerging systematic short-covering, a technical breakout, and a weaker U.S. dollar. ...Read More
Bank of America has raised its 2027 uranium price forecast to $130 per pound approximately 52% above current spot levels near $86 citing persistent supply tightness, declining utility contract coverage, and accelerating nuclear demand. ...Read More
A decisive technical breakout, fourteen straight days of Chinese gold ETF inflows, the apparent end of the yen carry trade, and a bond market that is beginning to price sovereign risk have aligned to reopen the path toward higher gold prices. The next major move will be determined less by gold itself than by what happens in three interconnected markets: U.S. Treasury yields, the Japanese yen, and Chinese physical and investment demand. ...Read More
Spot gold extended its powerful breakout, pushing toward and briefly testing levels near $4,300 after reclaiming the $4,200 resistance zone and the 50-day moving average. Easing Middle East tensions, renewed Chinese demand, persistent central bank buying, supportive seasonality and improving global liquidity have combined to shift the near-term technical and fundamental picture, raising fresh questions about the sustainability of the gold rally. ...Read More
In June 2026 China imported approximately 173 tonnes of gold the highest monthly total in more than two years bringing first-half inflows to roughly 865 tonnes. The volume approaches the combined monthly mine output of the world's largest producing countries and far exceeds official People's Bank of China reserve additions, underscoring a broad-based accumulation that continues even as prices experienced periods of weakness. ...Read More
Nevada Gold Mines remains the undisputed global leader while Agnico Eagle's Detour Lake and Canadian Malartic secure Canada's place in the elite ranks. A 50% production collapse at Grasberg, explosive ramp-ups at Salares Norte and other assets, and the enduring strength of Central Asian and Russian operations reshape the map of large-scale gold supply. ...Read More
Extreme concentration of critical minerals production led by China in gallium, graphite, rare earths and more exposes Western supply-chain vulnerabilities. Canada's geological strengths, advancing projects and policy tools offer a realistic path for Canadian companies to help diversify supply, provided capital, permitting and partnerships align. ...Read More
Silver Hammer Mining's transformative acquisitions of Stroud Resources and SilverMark, backed by a concurrent financing and Eric Sprott as expected cornerstone shareholder, expand its silver project portfolio across the United States, Mexico, and Morocco at a time when silver technicals and positioning show early signs of potential upside convexity. ...Read More
As gold prices hold near multi-year highs above $4,100 while Bitcoin consolidates near $64,000-$65,000, the long-running debate over Bitcoin as digital gold versus physical gold's role as a proven safe-haven asset takes on new urgency for investors weighing portfolio allocation in 2026. ...Read More
Platinum posted one of its strongest advances of 2026, rising roughly 6-8% in a sharp session and extending weekly gains as the market refocused on a projected fourth consecutive annual supply deficit, industrial demand resilience, and technical breakout signals prompting renewed debate over whether a sustained platinum rally is underway. ...Read More
South Korea's central bank is resuming gold purchases for the first time since 2013 beginning with small-scale gold ETF investments and establishing a framework to buy domestically produced bullion joining a multi-year wave of official-sector accumulation driven by geopolitical risk, reserve diversification, and gold's role as a strategic asset. ...Read More
Gold surged past $4,140 on August 5, 2026, delivering its strongest bullish session in weeks and breaking a multi-month downtrend as the U.S. dollar softened, technical indicators improved, and structural demand from central banks and China remained intact raising the question of whether a more meaningful gold rally is now underway. ...Read More
Record U.S. copper imports exceeding 200,000 metric tons in July the highest monthly volume in more than a decade have tightened available supply outside the United States, pushing LME prices toward $14,000 a ton and prompting fresh debate over whether a sustained copper rally and technical breakout are taking shape amid structural deficit forecasts and robust demand from electrification and AI infrastructure. ...Read More
OCBC expects silver to remain under near-term pressure from elevated U.S. real yields, a firm dollar, and Federal Reserve policy expectations, yet maintains a constructive medium-term view supported by persistent supply deficits and industrial demand from solar, electrification, and electronics, with prices projected to recover gradually toward the high $60s by late 2027. ...Read More
Standard Chartered's analysts, including Suki Cooper, maintain a constructive longer-term view that could see gold retest or approach the $5,000 level, with a mid-2027 target of $5,100 in earlier outlooks, even as near-term progress is expected to be more gradual amid elevated yields and shifting Federal Reserve expectations. ...Read More
Platinum surged more than 5% in a single session to the $1,740 area on August 4, 2026, after months of consolidation well below its January record near $2,900, as market participants weighed persistent supply deficits against lingering macroeconomic headwinds raising the question of whether a sustained platinum rally and new bull market phase is beginning. ...Read More
RBC Capital Markets' high-case scenario projects gold averaging near $5,300 through 2027, with one quarterly reading reaching $5,321, driven by resilient central-bank demand and Asian investment flows even as the bank's base case remains more conservative amid current consolidation near $4,100. ...Read More